Techmeme
February 14, 2025, 5:00 AM

Top News

Mark Gurman / Bloomberg:
Apple and Google restore TikTok to their US app stores after its January 18 removal, following Trump admin assurances that a ban won't immediately be enforced  —  - Companies had removed the app to abide by US legislation  — Trump signed executive order to delay a potential ban
Financial Times:
Sources: Arm plans to launch its own chip, expected to be a CPU for servers in large data centers, this year after securing Meta as one of its first customers  —  Move by SoftBank-owned chip designer threatens to upend the balance of power in the $700bn semiconductor industry
Tanaya Macheel / CNBC:
Coinbase reports Q4 revenue up 138% YoY to $2.27B, vs. $1.88B est., transaction revenue up 194% to $1.56B, vs. $1.29B est., and trading volume up 185% to $439B  —  Coinbase Thursday reported better-than-expected fourth-quarter results and its biggest quarterly revenue in three years …
Mark Gurman / Bloomberg:
Sources: Apple plans to launch its AI features in China as early as May 2025, using its own on-device models with Alibaba software to censor or filter AI output  —  - Company to use own models, with help from Alibaba and Baidu  — Work includes system to censor or block content for government
Abner Li / 9to5Google:
Google's Gemini can now recall and “reference past chats for more tailored help”; the feature is rolling out in English for Advanced subscribers  —  Google today is rolling out a new Gemini app feature for Advanced subscribers that can recall and “reference past chats for more tailored help.”
New York Times:
Sources: banks sold ~$4.7B of X's debt on February 13, more than the $3B they originally intended to sell, leaving ~$1B of X debt on their balance sheets  —  The social media company is attracting investor interest because of Elon Musk's close ties to President Trump and a recent jump in revenue.
More: Bloomberg
Todd Spangler / Variety:
Roku reports Q4 revenue up 22% YoY to $1.2B, vs. $1.15B est., a net loss of $35.5M, and streaming households up 12% YoY to 89.8M; ROKU jumps 10%+ after hours  —  Platform revenue tops $1 billion for the first time, with political ads representing 6% of segment revenue in the quarter
Emma Roth / The Verge:
Tim Cook teases an announcement of “the newest member of the family” on February 19; Mark Gurman reported Apple would update the iPhone SE  —  Apple will reveal its next device on February 19th.  —  Apple will reveal its next device on February 19th.
Kendra Barnett / Adweek:
Reddit says content licensing deals with Google and OpenAI account for ~10% of its revenue, but its primary focus is on ad revenue, which grew 60% YoY in Q4  —  Despite this new revenue, Reddit remains focused on its growing advertising business, its COO says
Financial Times:
The European Commission's digital chief Henna Virkkunen says the EU is easing tech rules to boost AI investments, not due to pressure from US Big Tech or Trump  —  Henna Virkkunen says efforts to cut red tape are not prompted by US pressure  —  The EU is cutting back tech regulation …
Financial Times:
Sources: Shein's UK IPO may be delayed to H2 2025 after President Trump's tariff crackdown; Shein had told investors a London IPO could happen by Easter  —  Fast fashion group was targeting London listing in first half of 2025  —  Fast-fashion group Shein's plans for a bumper UK stock market listing …
More: Reuters
The Indian Express:
JioCinema and Disney+ Hotstar officially merge to launch JioHotstar, a new streaming service in India that brings together content from the two platforms  —  Jio Cinema and Disney+ Hotstar have officially merged as JioHotstar, making it one of the biggest streaming platforms in India.
Kyle Wiggers / TechCrunch:
OpenAI removes “warning” messages in ChatGPT that indicated when content might violate its terms of service, to cut down on “gratuitous/unexplainable denials”  —  OpenAI says it has removed the “warning” messages in its AI-powered chatbot platform, ChatGPT …

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More News

Dan Primack / Axios:
Beatrice Nolan / Fortune:
Stephanie Palazzolo / The Information:

Earlier Picks

Ingrid Lunden / TechCrunch:
Amanda Silberling / TechCrunch:
Jez Corden / Windows Central:
Alexandra Bruell / Wall Street Journal:
Reuters:
Joseph Menn / Washington Post:
Dan Primack / Axios: